LERKX Mutual Fund Analysis & Holdings | MarketXLS

LERKX Mutual Fund

NAV$11.90

AUM$13M

TER0.20%

Holdings12

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LERKX Mutual Fund

NAV$11.90

BlackRock LifePath ESG Index Retirement Fund Class K

AUM$13M

TER0.20%

Holdings12

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare LERKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LERKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LERKX Mutual Fund Overlap Analysis

LERKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LERKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, LERKX may share significant positions with broad-market funds.

LERKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LERKX tax-loss harvesting finds highly correlated but non-identical funds.